Alphabet Inc. $GOOGL Shares Acquired by EagleClaw Capital Managment LLC

EagleClaw Capital Managment LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 15.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,097 shares of the information services provider’s stock after purchasing an additional 2,357 shares during the quarter. EagleClaw Capital Managment LLC’s holdings in Alphabet were worth $4,399,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Delta Asset Management LLC TN boosted its holdings in shares of Alphabet by 0.6% in the 3rd quarter. Delta Asset Management LLC TN now owns 6,153 shares of the information services provider’s stock valued at $1,496,000 after buying an additional 37 shares in the last quarter. Matisse Capital grew its position in shares of Alphabet by 0.3% in the 3rd quarter. Matisse Capital now owns 14,814 shares of the information services provider’s stock valued at $3,601,000 after buying an additional 38 shares during the last quarter. Rialto Wealth Management LLC raised its stake in Alphabet by 1.7% during the 3rd quarter. Rialto Wealth Management LLC now owns 2,226 shares of the information services provider’s stock worth $541,000 after acquiring an additional 38 shares in the last quarter. Hodges Capital Management Inc. lifted its position in Alphabet by 0.5% in the third quarter. Hodges Capital Management Inc. now owns 6,963 shares of the information services provider’s stock valued at $1,693,000 after acquiring an additional 38 shares during the last quarter. Finally, Wilkins Miller Wealth Management LLC lifted its position in Alphabet by 0.9% in the third quarter. Wilkins Miller Wealth Management LLC now owns 4,052 shares of the information services provider’s stock valued at $985,000 after acquiring an additional 38 shares during the last quarter. 40.03% of the stock is currently owned by hedge funds and other institutional investors.

Alphabet Trading Down 0.4%

Shares of GOOGL stock opened at $302.28 on Monday. The stock has a market cap of $3.66 trillion, a P/E ratio of 27.96, a P/E/G ratio of 1.77 and a beta of 1.10. The company has a quick ratio of 2.01, a current ratio of 2.01 and a debt-to-equity ratio of 0.11. Alphabet Inc. has a fifty-two week low of $140.53 and a fifty-two week high of $349.00. The business has a fifty day simple moving average of $319.12 and a 200-day simple moving average of $290.39.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.57 by $0.25. The business had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. On average, analysts forecast that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 9th. Alphabet’s dividend payout ratio is 7.77%.

Insider Buying and Selling

In related news, Director John L. Hennessy sold 600 shares of Alphabet stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $306.73, for a total transaction of $184,038.00. Following the completion of the transaction, the director directly owned 20,624 shares in the company, valued at $6,325,999.52. The trade was a 2.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $303.38, for a total value of $9,859,850.00. Following the completion of the sale, the chief executive officer directly owned 1,674,560 shares in the company, valued at approximately $508,028,012.80. The trade was a 1.90% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 2,076,615 shares of company stock valued at $107,809,111. 11.55% of the stock is owned by company insiders.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major competitor Meta has delayed a next‑generation AI release and reportedly discussed temporarily licensing Google’s Gemini model, which could help Alphabet expand usage/licensing of its AI stack and win incremental share. Meta delays release; may license Gemini
• Positive Sentiment: Needham & Company reaffirmed a “buy” on GOOGL and set a $400 price target (~32% upside from current levels), which can support investor confidence and buying interest. Needham reiterates buy
• Positive Sentiment: Multiple reports highlight Meta falling behind on large AI models (and considering licensing Google tech), reinforcing the view that Google could capture market share in foundational models and services. Meta falling behind — Yahoo
• Positive Sentiment: Zacks highlighted Alphabet’s earnings growth and price strength as reasons to watch GOOGL, supporting a constructive fundamental view after recent results. Zacks: earnings growth & price strength
• Neutral Sentiment: Google, Amazon and Meta pushing their own AI chips signals a structural shift in AI infrastructure — a long‑term positive if Google’s stack wins, but it intensifies competition with incumbents like NVIDIA and may pressure margins/capex. AI chips competition — Yahoo
• Neutral Sentiment: Google sold a partial stake in its GFiber unit and partnered to form a new independent fiber provider; this reduces direct capital burden but also trims ownership of the broadband growth asset. GFiber stake sale — CNBC
• Neutral Sentiment: Brand/PR note: Google named its London HQ “Platform 37” referencing DeepMind/AlphaGo success — modestly positive for culture/AI branding but not material to near‑term financials. Platform 37 naming — Reuters
• Negative Sentiment: UK regulator and wider regulatory scrutiny on tech safety and child protection remain overhangs for Big Tech, including Alphabet, since new rules or enforcement could increase compliance costs or constrain certain services. UK regulator warning — Sky

Analyst Ratings Changes

Several equities analysts have issued reports on GOOGL shares. Wells Fargo & Company set a $354.00 price objective on Alphabet and gave the stock an “equal weight” rating in a report on Thursday, February 5th. Citizens Jmp reissued a “market outperform” rating and issued a $385.00 target price on shares of Alphabet in a report on Thursday, February 5th. Guggenheim reissued a “buy” rating and issued a $375.00 target price (up from $330.00) on shares of Alphabet in a research report on Monday, December 1st. Mizuho raised their price target on Alphabet from $400.00 to $410.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Finally, BNP Paribas Exane began coverage on Alphabet in a research report on Monday, November 24th. They set an “outperform” rating and a $355.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $367.18.

Alphabet Company Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.